for independent financial advisors

Wow Your Prospects And Clients

with a personal screen

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only 10 advisor spots per month

“a gamechanger for our client experience!”

brett maggard | maggard wealth managemewnt
Brett Maggard
marcus rangel

the

why

logo-2

When a client or prospect enters a financial advisor's lobby or meeting room, they are often met with CNBC playing or a bland PowerPoint presentation.

I set out to change that for advisors who wanted to ensure a positive interaction as soon as a guest entered their space.

I also knew that you and your office don’t want to be held up by waiting for someone on the “outside” to update your screens which is why we give you the control to update the most important items on your screen from the simplicity of updating a spreadsheet on a browser.

We have thought of everything to make this as easy and impactful as possible for your office to use. After our team designs and creates your personal signage, we will mail you the equipment to plug into your screen and you will be set up in no time. If you have a TV in your office, this will transform what you display.

We are slow rolling this out, and only taking on 10 clients per month.

Be the first to get this in your office by reserving your spot with the form below. I look forward to working with you!

Marcus Rangel
Owner | Rare Breed Screens

How we personalize your screens

welcome mr. and mrs. jones

Display your prospect or clients name on your screens.

Instantly show that you and your team have pulled out a “red carpet” experience for any of your guests.

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Name Example
Use Testimonials

"I would

highly recommend...

Showcase your testimonials to give instant credibility for your meeting.

Not only do they give an immediate boost to your credibility, but they also provide an honest account of what it's like to work with your company.

your screen your experience

We tailor every screen for each advisor office we work with.

Your brand, your videos, your story - all displayed on your screens.

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your-screen

If you want to make sure your prospects and clients have an incredible experience in your office...

Personalized signage for your office is the answer. It is one of the only solutions that can guarantee your prospects or clients will remember the positive experience they had at your office.

Advisor Screen Templates

Rare Breed Screen example

Statesman

rb3

Noble

Sign Up Now to Reserve Your Spot!

AE Exclusive Offer

$2500 Setup Per Office
$499 Setup Per Office

+
$119 month per month per screen
$59 Per month Per Screen

Monthly fee billed quarterly upon launch of screen software.
3 month commitment required.

Add Live Financial Markets to Your Screen Signage for $12.99 per month per screen

  • Your Choice from one of our advisor template designs

  • Personalized For Your Brand

  • Personalized for Your Client Experience

  • Content Storage (Photos/Videos)

  • Digital Signage Media Player Equipment

  • Implementation Video Training

  • Dedicated Support Team for Troubleshooting


  • Also Includes

    1 revision of your screen design

Reserve Your Spot

only 10 advisor spots per month

As we slow roll this out and to best serve you, this invite only onboarding round has 10 advisor spots available this month. Full payment required to officially reserve your spot.

Fill out my online form.